Approvefy
Shopify B2B customer registration and approval — collect applications, review merchants, and control store access.
Overview
Product Summary
Approvefy replaces open registration with a structured approval-first onboarding pipeline for wholesale and B2B stores.
Instead of letting anyone sign up instantly, Approvefy lets you review applicants before granting full store access. Collect company details, tax IDs, and custom fields — then approve, reject, or auto-approve from Shopify admin.
What It Solves
Built for merchants who need control over who joins their store.
- Open Shopify registration allows anyone to sign up without verification
- Wholesale stores need company details, tax IDs, and manual review
- Merchants need branded emails, tags, and checkout control for unapproved users
- Growing stores need plan-based limits, multilingual forms, and file uploads
Core Features
Everything you need for B2B customer onboarding.
Drag-and-drop form builder with wholesale, multi-step, and B2B company form types.
Manual or automatic approval with Shopify customer tags and email notifications.
Block unapproved customers from checkout and control storefront access.
Search, filter, bulk actions, CSV export, and full registration detail view.
Who It's For
- Shopify merchants selling to wholesale and B2B buyers
- Brands that need customer verification before account activation
- Teams wanting customizable forms and branded communications
- High-volume stores needing multilingual forms and file uploads
In-App Navigation
Five main areas inside Shopify Admin → Apps → Approvefy.
Home
Setup guide, progress checklist, and live registration metrics.
Customers
Review queue — approve, reject, export, and manage applicants.
Form Builder
Create forms, add fields, and customize appearance.
Pricing
Subscribe to Basic, Standard, or Premium plans.
Settings
Store, language, approval, SMTP, and email templates.
Highlights
$4.99 / $14.99 / $24.99 per month with 7-day free trial on all plans.
Theme app embed for custom registration and guest checkout guard.
Custom approval and rejection email templates on Standard and Premium.
Contact
Website: approvefy.xloxi.com
Support: approvefy@xloxi.com
In-app: Shopify Admin → Apps → Approvefy
Getting Started
Setup Guide
Go live in five phases — from install to your first approved customer.
Shopify Admin
Apps → Approvefy
Theme Editor
Online Store → Themes → Customize → App embeds → Approvefy
Phase 1 — Install & Subscribe
Unlock the app with a Shopify subscription.
Install from the Shopify App Store.
Choose Basic, Standard, or Premium inside the app.
7-day trial on all plans — approve billing in Shopify.
Full features available after subscription is confirmed.
Phase 2 — Theme Setup
Enable the storefront registration form.
Online Store → Themes → Customize.
App embeds → Approvefy → turn on Custom Registration Form.
Set pending approval message in English and optional French.
Leave Form ID blank for default, or paste a specific Form ID.
Save theme, then refresh setup status on the Home page.
Phase 3 — Form Builder
Create your registration form and fields.
Wholesale, Multi-step (Standard+), or B2B Company type.
Drag to reorder — names, company, tax ID, custom fields, and more.
Pick a template, colors, and fonts on Standard and Premium.
Save and copy Form ID if needed for theme embed.
Phase 4 — Settings
Configure approval, store behavior, and emails.
- Store — guest checkout guard, redirects, and unapproved customer popup
- Language (Premium) — multiple storefront languages and translations
- Approval — manual or auto mode, customer tags, pending screen message
- SMTP (Standard+) — send emails from your own mail server
- Email Templates (Standard+) — branded approval and rejection emails
Phase 5 — Go Live
Test and operate your approval workflow.
Submit a test application on your storefront.
Check Customers → Pending, then approve or reject.
Confirm tags, emails, and guest checkout guard work correctly.
Use dashboard analytics and CSV export for reporting.
Quick Checklist
Home
Dashboard & Setup Guide
Your command center — track setup progress, view live metrics, and jump to key areas.
Go-Live Checklist
Four steps to get Approvefy running on your store.
- Enable app embed in your Shopify theme
- Add registration form to your storefront
- Review and customize your form in Form Builder
- Configure Settings — approval, store, and email
Live Metrics
Registration counts at a glance on your Home dashboard.
Total sign-ups across all forms.
Applications awaiting your review.
Customers granted store access.
Applications you declined.
Analytics & Insights
Number of active registration forms.
Track sign-up activity over time.
Quick Links
Review queue and manage registrations.
Create and edit registration forms.
Store, approval, language, and email.
Setup Tip
Storefront
Theme Integration
Connect Approvefy to your Shopify theme for custom registration and checkout control.
Enable the Approvefy app embed to show your custom registration form and block unapproved customers from checkout. No coding required — everything is configured in the theme editor.
What's Included
Available in your theme customizer under App embeds.
Guest checkout guard and registration form on your storefront.
Add the registration form to any specific page.
Display your configured form fields to visitors.
Embed Settings
Online Store → Themes → Customize → App embeds → Approvefy
- Enable Custom Registration Form — replaces default Shopify registration
- Pending Approval Message — English text for waiting customers
- Pending Approval Message (French) — optional French translation
- Form to Display — blank for default form, or paste a specific Form ID
Theme Compatibility
Customers
Review & Manage Applicants
Search, filter, approve, reject, and export — all from one dashboard.
Customer List
Organized tabs and powerful filters for every registration.
- Tabs: All, Pending, Approved, Rejected
- Full-text search across all registration data
- Date range filter with calendar picker
- Pagination: 25, 50, 100, 200, or show all rows
- Customizable table columns saved in your browser
Actions
View detail, approve, reject, or delete individual applicants.
Select multiple rows to approve, reject, or delete in one click.
Export current page, all matching results, or selected rows only.
CSV includes your custom form fields automatically.
Delete Options
Choose how to remove a customer from your systems.
- Shopify only — remove from Shopify customer records
- App only — remove from Approvefy registration data
- Both — remove from Shopify and the app together
Customer Detail
Full view of each application.
- View and edit core plus custom registration fields
- Field order matches your Form Builder layout
- Approve or reject with optional email notification
- Resend approval email on Standard and Premium plans
- View and download file uploads on Premium
- Syncs with Shopify customer profile
Bulk Delete
Forms
Form Configuration
Create, duplicate, and manage all your registration forms.
Form Types
Choose the right form for your business model.
Wholesale
All plansShows on all storefront pages. Best for general B2B sign-up.
Multi-step
Standard+Progressive form after customer login with step indicator.
B2B Company
All plansCompany registration flow for Shopify B2B stores.
Plan Limits
Form Actions
- Create, edit, duplicate, and delete forms
- Set a default form for theme embed when no Form ID is specified
- Copy Form ID to use in theme embed settings
- Enable or disable forms without deleting them
Form List Overview
Unique identifier for theme embed configuration.
Enabled or disabled — control which forms are active.
Used automatically when theme embed Form ID is blank.
Quick access to theme editor from the form list.
Form Builder
Visual Form Editor
Drag-and-drop fields, customize labels, and style your registration experience.
Form Settings
Name, status, storefront copy, and customer tags.
- Form name, enable/disable, and set as default
- Storefront heading, description, and submit button text
- Customer tags applied on registration
- Progress bar toggle for multi-step and company forms
- Unsaved-change guard before leaving the editor
Field Builder
Drag to reorder. Set label, placeholder, help text, required, width, and step.
Starter Fields
Basic+- First Name, Last Name, Email, Password, Phone
- Company, Company ID, Tax ID
- Address, City, State, Zip, Country
- Text, Text Area, Heading
Advanced Fields
Standard+- Number, Date, Dropdown
- Multiple Checkbox, Newsletter, Radio
File Upload
PremiumLet applicants upload documents — 1 to 20 files, 2 to 25 MB each.
Multi-Step Forms
Assign fields to steps for progressive disclosure.
Shows completion status at the top of the form.
Plan Notes
Design
Form Appearance
10 templates, custom colors, fonts, and CSS — available on Standard and Premium.
Templates
10 pre-designed styles to match your brand.
Typography
Font family and size controls for every element.
- Fonts: System, Arial, Helvetica, Verdana, Tahoma, Open Sans, Roboto, Lato, Montserrat, Poppins
- Adjustable heading, description, label, input, and button sizes
- Separate alignment for desktop and mobile
Colors & Layout
- Card background, input borders, button, text, accent, and error colors
- Border radius and form max width sliders
- Custom CSS textarea for advanced styling (Standard+)
Live Preview
See changes before publishing to your storefront.
Settings
Store
Control guest checkout, redirects, and behavior for unapproved customers.
Guest Checkout Guard
Available on all plans.
- Block guests from checkout and Buy it now buttons
- Set a redirect URL for blocked guests
- Show Log in / Sign up switch on the registration form
- Redirect logged-in customers without the approved tag
- Custom popup message before redirect
Settings
Language
Multiple storefront languages and per-language form translations.
Premium Feature
Language Options
- Enable or disable storefront languages
- Set a default language for new visitors
- Curated core language list plus extended picker
- Add custom manual language codes (Premium)
- Per-language translation tabs for labels and messages
- Save translations separately from main settings
Supported Languages
Including English, French, Dutch, German, Spanish, Italian, Polish, and Portuguese.
Edit form labels, buttons, and messages per language.
Fallback when a visitor's language is not enabled.
Settings
Approval
Choose how applications are processed and what customers see after submitting.
Approval Mode
Review each applicant before granting access. Standard and Premium.
Instantly approve on submit. Available on all plans. Basic is auto-only.
Customer Tags & Emails
- Custom approved customer tag synced to Shopify (Standard+)
- Email on reject toggle
- Resend approval email from customer detail (Standard+)
After Submit
- Redirect to a custom URL or show an inline success message
- Pending screen title and message for awaiting applicants
- Registration appearance template selection
Settings
Email (SMTP)
Send approval and rejection emails from your own mail server.
Standard & Premium
SMTP Configuration
- SMTP host, port, and TLS encryption
- Username and password credentials
- From email and from name
- Test connection before saving
- Credentials stored securely
Security Tip
Settings
Email Templates
Branded approval and rejection emails with full design control.
Two Templates
Sent when you approve a customer. Toggle on/off independently.
Sent when you reject an application. Fully customizable.
Customization Options
- Logo upload and header title
- Email subject and HTML body with placeholders
- Preset designs or build from scratch
- CTA button text, URL, and colors
- Background color and footer text
- Send approval / send rejection toggles
- Live email preview before saving
Plans
Pricing
Three plans for every stage — all include a 7-day free trial.
Billing
Approvefy Basic
- 1 registration form (wholesale type)
- 30 customers & requests/month
- Starter field types
- Shopify B2B company form type
- Theme app embed & storefront registration
- Auto approval only
- English-only storefront
- Home setup guide & analytics
- Customers: search, filters, bulk actions, CSV
- Guest checkout guard
- Customer support
- Unlimited customers & requests
- Multiple forms & multi-step
- Advanced field types
- File upload (Premium)
- Form appearance & custom CSS
- Manual approval & custom tags
- SMTP & email templates
- Multiple storefront languages
Approvefy Standard
- Everything in Basic, plus:
- Unlimited customers & requests
- Unlimited registration forms
- All field types except File Upload
- Multi-step & B2B company forms
- Form appearance templates & custom CSS
- Manual & automatic approval
- Custom approved customer tag
- SMTP & email templates
- Resend approval email
- Email on approve/reject toggles
- Multiple storefront languages
- File upload fields
- Privacy & GDPR tools
- Priority support & onboarding
Approvefy Premium
- Everything in Standard, plus:
- Multiple storefront languages + translations
- Custom manual language codes
- File upload fields (secure cloud storage)
- View & download uploaded files
- Privacy & GDPR data requests
- Built for high-volume stores
- Priority support & onboarding
- Early access to new features
Compare Plans
Side-by-side feature comparison.
| Feature | Basic | Standard | Premium |
|---|---|---|---|
| Monthly price (USD) | $4.99 | $14.99 | $24.99 |
| 7-day free trial | ✓ | ✓ | ✓ |
| Customers & requests/month | 30 | Unlimited | Unlimited |
| Registration forms | 1 | Unlimited | Unlimited |
| Multi-step form | — | ✓ | ✓ |
| All field types | — | ✓ | ✓ |
| File upload field | — | — | ✓ |
| Form appearance & custom CSS | — | ✓ | ✓ |
| Manual approval | — | ✓ | ✓ |
| Multiple storefront languages | — | — | ✓ |
| SMTP & custom email designs | — | ✓ | ✓ |
| Resend approval email | — | ✓ | ✓ |
| Privacy & data requests | — | — | ✓ |
| Priority support & onboarding | — | — | ✓ |
| Guest checkout guard | ✓ | ✓ | ✓ |
| CSV export | ✓ | ✓ | ✓ |
How Limits Work
What each plan includes in practice.
Basic: 30 registration submissions per calendar month (resets monthly).
Basic: Only 1 form allowed; multi-step forms downgraded to wholesale; auto-approval only.
Standard+: Unlimited registrations, multiple forms, manual approval, SMTP, email templates.
Premium: File uploads, multiple languages, privacy compliance tools.
7-Day Free Trial